<strong>Ghp Investment Advisors Inc.</strong>: Q2 2026 Portfolio Shifts Revealed
Ghp Investment Advisors, Inc. has disclosed its portfolio changes for the quarter ending June 30, 2026.
This article summarizes observable purchases and sales by Ghp Investment Advisors Inc. based on the provided data for the quarter ending June 30, 2026. The analysis focuses solely on changes indicated in the 'changed_holdings' section of the filing.
Significant Purchases: During this period, Ghp Investment Advisors Inc. demonstrated notable buying activity across several sectors. The firm significantly increased its position in SCHWAB STRATEGIC TR (SCHF) by 1.6% weight (SCHF). Similarly, there was a substantial increase in the holdings of ISHARES TR (IDV), also growing by 1.6% weight (IDV). The most dramatic purchase appears to be KLA CORP (KLAC) with a staggering increase in holdings of approximately 718.75%, translating to significant portfolio weight gain (SCHF) and sector allocation boost for Technology (KLAC). Additionally, the firm added positions to SCHWAB STRATEGIC TR (SCHV) (+1.35% weight), VANGUARD TAX-MANAGED FDS (VEA) (+1.3%), ISHARES TR (IDV) (+2.46% weight), and SCHWAB STRATEGIC TR (MDYG) (+1.91% weight).
Notable Sales: The data also indicates significant selling activity, although specific details for the sold holdings are not fully disclosed in this section. According to the portfolio indicators, Ghp Investment Advisors Inc. has large sell positions, including exits from MSA SAFETY INC (MSA) and VEEVA SYS INC (VEEV), both of which saw their allocations reduced (MSA) and (VEEV). Furthermore, the firm sold substantial portions of its holdings in MPC (likely exited), NKE (Nike Inc.), TWLO (Twilio Inc.), SPOT (Spotify Technologies Inc.), and INDA (MPC), NKE, TWLO, SPOT, and INDA). These exits likely contributed to the reduction in their respective sector allocations.
Other Changes and New Positions: Beyond major buys and sells, Ghp Investment Advisors Inc. also adjusted smaller positions this quarter. Holdings of SCHWAB STRATEGIC TR (SCHG) increased by 0.45% (SCHG). The firm sold shares in ESE (-2.64%), GLW (-44.43%), PRGS (-99.74), and CTSH (-38.26). Conversely, they purchased shares in VUG (+0.17% weight) (VUG). Some holdings like MPC (likely sold entirely), NKE, TWLO, SPOT, and INDA show very large negative changes suggesting complete exits.
Portfolio Context: The total portfolio value stood at $2.71 billion as of June 30, 2026. The top holdings by weight in the main section include SCHWAB STRATEGIC TR (SCHG), APPLE INC (AAPL), and ALPHABET INC (GOOG). However, based on the changed_holdings data, it's clear that while these large allocations exist, there are active adjustments elsewhere.
Sector Allocation Changes: The disclosed sector allocation changes reflect shifts in focus. Technology gained weight due to purchases of KLAC and SCHV/CTSH holdings (KLAC). Financial Services saw additions with FNB (FNB) and HBAN (HBAN). Conversely, sectors like Basic Materials (1.05%), Energy (0.83), Consumer Defensive (2.5), and Communication Services (3.21) appear to have been divested or their allocations significantly reduced based on the changed_holdings data.
In summary, Ghp Investment Advisors Inc.'s portfolio for Q2 2026 shows a dynamic mix of significant additions and notable exits across various sectors, indicating strategic adjustments in its investment approach during this period.